Position in CARR
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$198,485
+$46,674 QoQ
Shares Held
2,706
+0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,271
of 1,618 holders
Holding Since
Dec 2024
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CARR Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026Financial Life Planners holds $198,485 across 1 Building Products & Equipment name. CARR ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CARR |
CARRIER GLOBAL Corp
This page
|
2,706 | $198,485 |
All Filings in CARR
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $198,485 | 2,706 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $151,811 | 2,696 | Shares | Sole | 2026-04-24 | |
| 2025-09-30 | $159,697 | 2,675 | Shares | Sole | 2025-11-13 | |
| 2025-03-31 | $170,482 | 2,689 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $182,936 | 2,680 | Shares | Sole | 2025-01-24 | |
| No filing history on record for this holder in this stock. | ||||||